Broad Street Capital Advisors, LLC Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Broad Street Capital Advisors, LLC is an independent investment consulting firm with a team of seasoned credentialed professionals providing independent, objective advice. Broad Street is exceptionally suited to build customized high quality investment programs for corporations, institutions, family groups and individuals that are serious about implementing sound financial strategies. Executive Leadership: R. Patrick Sheridan Jr. AIF Co Founder/ CEO James H. Bozman AIF Co Founder/ Executive Vice President James Mercer Treadwell, CFA Chief Investment Officer Valerie S Smithey CRCP Chief Compliance Officer Edward T Hill AIF Director Retirement Plan Consulting John A Gholson CLU Director of Benefit Consulting --- Locations Athens, Georgia* Macon, Georgia * Denotes Company Headquarters For more information visit our company website at www.bscadvisors.com.

Find Broad Street Capital Advisors, LLC employees' phone numbers or email addresses

Broad Street Capital Advisors, LLC Global Highlights

North America
6

United States Of America
6

Asia
1

India
1

Europe
1

Sweden
1

Broad Street Capital Advisors, LLC's Leadership

H. B.
Owner
Mobile Phone
Email
R. K.
Managing Director
Mobile Phone
Email
A. P.
Director, Private Wealth Consulting
Mobile Phone
Email
E. R.
Private Wealth Consultant
Mobile Phone
Email

Broad Street Capital Advisors, LLC Employee Metrics

100%

50%

2026

2025

2024

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Broad Street Capital Advisors, LLC

Name

Title

Contact Info

Location

Last Update

H. B.
Owner
Mobile Phone
Email
SwedenStockholm
Nov 15, 2025
R. K.
Managing Director
Mobile Phone
Email
IndiaMaharashtra
Jan 09, 2026
A. P.
Director, Private Wealth Consulting
Mobile Phone
Email
United StatesGeorgia
Jul 26, 2024
E. R.
Private Wealth Consultant
Mobile Phone
Email
United StatesGeorgia
Aug 06, 2024

Frequently Asked Questions

What is Broad Street Capital Advisors, LLC known for?

Broad Street Capital Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 1550 Timothy Road Suite 102 Athens, Georgia 30606 United States; you can contact the main corporate office by phone at

+1-706-208-****

. Explore Broad Street Capital Advisors, LLC's company overview page for more information.

What is Broad Street Capital Advisors, LLC's most common email format?

Broad Street Capital Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Broad Street Capital Advisors, LLC email formats with LeadIQ.

How many employees does Broad Street Capital Advisors, LLC have currently?

Broad Street Capital Advisors, LLC has approximately 11 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Broad Street Capital Advisors, LLC's key employees and leadership?

As of February 2026, Broad Street Capital Advisors, LLC's key employees include:

Owner: H. B.
Managing Director: R. K.
Director, Private Wealth Consulting: A. P.
Private Wealth Consultant: E. R.

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